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CLAIM #5361 · Advanced Micro Devices Inc (AMD) · 2024Q3 earnings call · Oct 29, 2024 · due Jun 30, 2025

I would expect there will be seasonality going into the first half. That's typical in our business.

Lisa Su · CEO

PENDING
graded after results covering Jun 30, 2025 are reported

In context

erns that -- of consumer weakness. And I was just wondering what you're seeing in the 4Q and is there a risk of more than seasonal decline in the 1Q? Or do you feel like things will keep going unabated in the PC market for you guys, particularly? Dr. Lisa Su: Well, we see a few things in the PC market. So, our business tends to be more consumer weighted. So, the second half of the year is usually stronger than the first half of the year. And this year, that's added to the fact that we have a couple of product launches. So, we launched our desktop products for -- with Zen 5 and our Ryzen 9000 series. And we also launched our AI PC next-generation Ryzen AI 300 products. So, I think the combination of those two have given us, let's call it, a stronger than the normal second half of the year. I would expect there will be seasonality going into the first half. That's typical in our business. I think the main point is, I mean, this is the strongest PC portfolio we've had sort of in our history, I think, across desktop and notebook. And as we go into 2025, I think there's generally some optimism about the PC market, let's call it, maybe growing mid-single digits. And within that, we have the AI PC catalyst as well as some of the Windows 10 sort of end of support coming in 2025 as catalysts. So, I think we feel good about the PC market in 2025, but we would expect some level of seasonality going into the first half of the year. Operator: And the next question comes from the line of Joshua Buchalter with TD Cowen & Company. Please proceed with your question. Joshua Buchalter: I'll keep it to one since I'm new here. On the Data Center GPU side, I realize everyone wants new custome

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SEC filings for AMD · Claim quote is verbatim from the 2024Q3 earnings call.